In this episode of Research in Action, Portfolio Manager Denny Fish makes the case for why investors shouldn’t let tech’s recent pullback overshadow the long-term growth potential of powerful mega themes, including the cloud, Internet of Things, artificial intelligence (AI) and edge computing.

Key Takeaways

  • Rising interest rates, supply chain shortages and uncertainty about economic growth have created volatility for technology stocks.
  • But in our view, recent performance does not correlate with a decline in fundamentals for the sector. On the contrary, spending on the cloud, AI, edge computing, and the semiconductor chips that power these and other advanced technologies is expected to grow rapidly over the coming years.
  • Inflationary pressures could also provide a tailwind as companies seek ways to lower costs, including via automation and productivity-enhancing software.

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